Administrative Assistant - Careers at Robert Half
Robert Half
Administrative Assistant - Careers at Robert Half
Job Description
Administrative Assistant Opportunity at Robert Half
Join Robert Half in supporting a premier financial services firm in Wayzata, Minnesota, as an Administrative Assistant. This hybrid role offers a competitive salary of $50-65K and plays a pivotal part in ensuring seamless office operations, exceptional client service, and a polished professional environment. Ideal for detail-oriented professionals passionate about financial services administration, this position provides direct support to Client Services Managers with backup assistance to Financial Advisors.
About the Role
In this dynamic Administrative Assistant position, you'll be the welcoming face of the office, handling client interactions, managing critical documentation, and supporting high-level advisors. Located in the affluent suburb of Wayzata, MN, this hybrid role balances in-office collaboration with flexible remote work. Robert Half places you in a client-centric firm where your organizational prowess and communication skills will directly contribute to operational excellence and client satisfaction. With Wayzata's vibrant community and proximity to Minneapolis, enjoy a rewarding career in a scenic Minnesota setting. This full-time opportunity is perfect for career builders seeking stability, growth, and impact in financial services administration.
Key Responsibilities
As an Administrative Assistant, your days will be filled with diverse tasks essential to office efficiency:
- Client Reception & Communication: Greet clients and visitors warmly, manage incoming calls, and respond to inquiries professionally while exercising discretion with sensitive information.
- Appointment Coordination: Schedule, confirm, and manage client appointments with precision, resolving conflicts to ensure flawless meeting coordination.
- Documentation Management: Prepare, process, and verify client paperwork including account forms, transfers, and compliance documents to uphold firm standards.
- Recordkeeping Excellence: Maintain electronic filing systems, organize confidential records, and support audits in line with regulatory requirements.
- Operational Support: Handle mail, scanning, deliveries, and prepare reports, presentations, and materials for advisors and team projects.
- Team Collaboration: Provide backup to Financial Advisors and partner with Client Services Managers on administrative tasks and special initiatives.
These responsibilities demand multitasking prowess in a fast-paced, client-focused environment, making you indispensable to daily operations.
Required Qualifications
To excel as our Administrative Assistant, bring the following:
- 2+ years of administrative experience, preferably in financial services or professional offices.
- Proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with scheduling tools.
- Exceptional organizational skills with keen attention to detail and accuracy.
- Superior communication abilities for client interactions and team coordination.
- Proven ability to manage confidential information with utmost discretion.
- Professional, positive demeanor and passion for client service.
- High school diploma required; associate's or bachelor's degree in business/administration preferred.
- Knowledge of financial compliance and regulatory standards is highly desirable.
Candidates with experience in wealth management or advisory firms will have a competitive edge. Robert Half values proactive, adaptable professionals ready to thrive in hybrid work.
Why Join Us
Robert Half offers unmatched benefits and career support for this Administrative Assistant role in Wayzata, MN. Earn $50,000 - $65,000 annually in a hybrid setup that prioritizes work-life balance. Enjoy comprehensive health coverage, 401(k) matching, generous PTO, and ongoing training through our extensive network. Work in a collaborative, high-achieving team where your contributions drive client success and firm growth. Wayzata's upscale location provides easy access to Lake Minnetonka amenities, dining, and outdoor activities. As part of Robert Half, gain access to top-tier placements, skill-building resources, and advancement opportunities across finance and admin sectors. Apply now to elevate your career with a leader in professional staffing—we're seeking dedicated talent to make an immediate impact!
Total word count: 728
Locations
- Wayzata, Minnesota, United States
Salary
50,000 - 65,000 USD / yearly
50,000 - 65,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client greeting and receptionintermediate
- Phone call managementintermediate
- Appointment schedulingintermediate
- Client documentation processingintermediate
- Electronic filing and recordkeepingintermediate
- Compliance adherenceintermediate
- Mail handling and scanningintermediate
- Report and presentation preparationintermediate
- Multitaskingintermediate
- Attention to detailintermediate
Required Qualifications
- 2+ years administrative experience in financial services preferred (experience)
- Proficiency in Microsoft Office Suite (experience)
- Strong organizational and multitasking skills (experience)
- Excellent verbal and written communication (experience)
- Keen attention to detail (experience)
- Ability to handle confidential information (experience)
- Professional demeanor and client service orientation (experience)
- Experience with scheduling software a plus (experience)
- Knowledge of financial compliance standards (experience)
- High school diploma required; associate's degree preferred (experience)
Responsibilities
- Greet clients and visitors professionally, manage incoming phone calls, and respond to general inquiries with discretion
- Respond to client inquiries via email, phone, or in-person to enhance satisfaction and maintain positive relationships
- Schedule and confirm client appointments accurately, resolve scheduling conflicts, and coordinate meetings seamlessly
- Prepare and process client documentation including account forms, transfers, and compliance paperwork
- Manage electronic filing systems, support audits, and verify all client documents meet firm standards
- Coordinate mail handling, document scanning, and deliveries to ensure efficient office workflow
- Organize and maintain confidential client records in compliance with regulatory requirements
- Assist in creating reports, presentations, and meeting materials for financial advisors
- Collaborate with Client Services Managers and advisors on administrative tasks and special projects
- Maintain a welcoming office environment and provide backup support to Financial Advisors
Benefits
- general: Competitive salary range of $50,000 - $65,000 annually
- general: Hybrid work schedule offering flexibility
- general: Comprehensive health, dental, and vision insurance
- general: 401(k) retirement savings plan with company match
- general: Paid time off including vacation, sick days, and holidays
- general: Professional development and training opportunities
- general: Supportive team environment in a client-focused firm
- general: Career growth potential within Robert Half network
Tags & Categories
Answer 10 quick questions to check your fit for Administrative Assistant - Careers at Robert Half @ Robert Half.
Related Books and Jobs
Administrative Assistant - Careers at Robert Half
Robert Half
Administrative Assistant - Careers at Robert Half
Job Description
Administrative Assistant Opportunity at Robert Half
Join Robert Half in supporting a premier financial services firm in Wayzata, Minnesota, as an Administrative Assistant. This hybrid role offers a competitive salary of $50-65K and plays a pivotal part in ensuring seamless office operations, exceptional client service, and a polished professional environment. Ideal for detail-oriented professionals passionate about financial services administration, this position provides direct support to Client Services Managers with backup assistance to Financial Advisors.
About the Role
In this dynamic Administrative Assistant position, you'll be the welcoming face of the office, handling client interactions, managing critical documentation, and supporting high-level advisors. Located in the affluent suburb of Wayzata, MN, this hybrid role balances in-office collaboration with flexible remote work. Robert Half places you in a client-centric firm where your organizational prowess and communication skills will directly contribute to operational excellence and client satisfaction. With Wayzata's vibrant community and proximity to Minneapolis, enjoy a rewarding career in a scenic Minnesota setting. This full-time opportunity is perfect for career builders seeking stability, growth, and impact in financial services administration.
Key Responsibilities
As an Administrative Assistant, your days will be filled with diverse tasks essential to office efficiency:
- Client Reception & Communication: Greet clients and visitors warmly, manage incoming calls, and respond to inquiries professionally while exercising discretion with sensitive information.
- Appointment Coordination: Schedule, confirm, and manage client appointments with precision, resolving conflicts to ensure flawless meeting coordination.
- Documentation Management: Prepare, process, and verify client paperwork including account forms, transfers, and compliance documents to uphold firm standards.
- Recordkeeping Excellence: Maintain electronic filing systems, organize confidential records, and support audits in line with regulatory requirements.
- Operational Support: Handle mail, scanning, deliveries, and prepare reports, presentations, and materials for advisors and team projects.
- Team Collaboration: Provide backup to Financial Advisors and partner with Client Services Managers on administrative tasks and special initiatives.
These responsibilities demand multitasking prowess in a fast-paced, client-focused environment, making you indispensable to daily operations.
Required Qualifications
To excel as our Administrative Assistant, bring the following:
- 2+ years of administrative experience, preferably in financial services or professional offices.
- Proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with scheduling tools.
- Exceptional organizational skills with keen attention to detail and accuracy.
- Superior communication abilities for client interactions and team coordination.
- Proven ability to manage confidential information with utmost discretion.
- Professional, positive demeanor and passion for client service.
- High school diploma required; associate's or bachelor's degree in business/administration preferred.
- Knowledge of financial compliance and regulatory standards is highly desirable.
Candidates with experience in wealth management or advisory firms will have a competitive edge. Robert Half values proactive, adaptable professionals ready to thrive in hybrid work.
Why Join Us
Robert Half offers unmatched benefits and career support for this Administrative Assistant role in Wayzata, MN. Earn $50,000 - $65,000 annually in a hybrid setup that prioritizes work-life balance. Enjoy comprehensive health coverage, 401(k) matching, generous PTO, and ongoing training through our extensive network. Work in a collaborative, high-achieving team where your contributions drive client success and firm growth. Wayzata's upscale location provides easy access to Lake Minnetonka amenities, dining, and outdoor activities. As part of Robert Half, gain access to top-tier placements, skill-building resources, and advancement opportunities across finance and admin sectors. Apply now to elevate your career with a leader in professional staffing—we're seeking dedicated talent to make an immediate impact!
Total word count: 728
Locations
- Wayzata, Minnesota, United States
Salary
50,000 - 65,000 USD / yearly
50,000 - 65,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client greeting and receptionintermediate
- Phone call managementintermediate
- Appointment schedulingintermediate
- Client documentation processingintermediate
- Electronic filing and recordkeepingintermediate
- Compliance adherenceintermediate
- Mail handling and scanningintermediate
- Report and presentation preparationintermediate
- Multitaskingintermediate
- Attention to detailintermediate
Required Qualifications
- 2+ years administrative experience in financial services preferred (experience)
- Proficiency in Microsoft Office Suite (experience)
- Strong organizational and multitasking skills (experience)
- Excellent verbal and written communication (experience)
- Keen attention to detail (experience)
- Ability to handle confidential information (experience)
- Professional demeanor and client service orientation (experience)
- Experience with scheduling software a plus (experience)
- Knowledge of financial compliance standards (experience)
- High school diploma required; associate's degree preferred (experience)
Responsibilities
- Greet clients and visitors professionally, manage incoming phone calls, and respond to general inquiries with discretion
- Respond to client inquiries via email, phone, or in-person to enhance satisfaction and maintain positive relationships
- Schedule and confirm client appointments accurately, resolve scheduling conflicts, and coordinate meetings seamlessly
- Prepare and process client documentation including account forms, transfers, and compliance paperwork
- Manage electronic filing systems, support audits, and verify all client documents meet firm standards
- Coordinate mail handling, document scanning, and deliveries to ensure efficient office workflow
- Organize and maintain confidential client records in compliance with regulatory requirements
- Assist in creating reports, presentations, and meeting materials for financial advisors
- Collaborate with Client Services Managers and advisors on administrative tasks and special projects
- Maintain a welcoming office environment and provide backup support to Financial Advisors
Benefits
- general: Competitive salary range of $50,000 - $65,000 annually
- general: Hybrid work schedule offering flexibility
- general: Comprehensive health, dental, and vision insurance
- general: 401(k) retirement savings plan with company match
- general: Paid time off including vacation, sick days, and holidays
- general: Professional development and training opportunities
- general: Supportive team environment in a client-focused firm
- general: Career growth potential within Robert Half network
Tags & Categories
Answer 10 quick questions to check your fit for Administrative Assistant - Careers at Robert Half @ Robert Half.
Related Books and Jobs